消息称黄仁勋重组英伟达云团队：放弃死磕AWS、专注卖“铲子”

Core Insights - Nvidia has quietly restructured its cloud computing team, signaling a strategic withdrawal from direct competition with major cloud providers like Amazon AWS and Microsoft Azure [1][3] - The initial goal of Nvidia's DGX Cloud was to provide enterprises with easier access to top-tier AI computing power, but the company faced significant challenges in building a global data center infrastructure and software ecosystem [2][3] Group 1 - The restructured cloud team will no longer focus on aggressive market expansion KPIs but will instead be integrated into broader engineering functions, prioritizing internal demand [2][3] - The transformed DGX Cloud will serve as a premier testing ground for Nvidia's internal chips, allowing the engineering team to simulate high-load AI workflows and identify hardware bottlenecks more efficiently [2][3] Group 2 - Wall Street reacted positively to Nvidia's decision to step back from the cloud service battle, as it allows the company to avoid investing hundreds of billions in data center construction and focus on high-margin R&D [4] - This strategic pivot is viewed as a sign of mature business acumen, helping Nvidia maintain its market valuation close to $3 trillion amidst rising costs in AI infrastructure [4]